Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01T
AUM Growth
+$82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,901
New
Increased
Reduced
Closed

Top Buys

1 +$2.62B
2 +$1.72B
3 +$1.54B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.47B
5
MSFT icon
Microsoft
MSFT
+$1.08B

Top Sells

1 +$925M
2 +$749M
3 +$664M
4
UBER icon
Uber
UBER
+$625M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$506M

Sector Composition

1 Technology 21.03%
2 Healthcare 10.48%
3 Financials 9.82%
4 Consumer Discretionary 8.77%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6551
$11.5K ﹤0.01%
200
6552
$11.5K ﹤0.01%
721
-8,088
6553
$11.5K ﹤0.01%
2,400
-200
6554
$11.4K ﹤0.01%
+16,100
6555
$11.4K ﹤0.01%
400
6556
$11.3K ﹤0.01%
200
6557
$11.3K ﹤0.01%
896
-234
6558
$11.3K ﹤0.01%
2,530
+2,060
6559
$11.2K ﹤0.01%
+2,008
6560
$11.2K ﹤0.01%
2,121
+2,000
6561
$11.2K ﹤0.01%
26,632
+1,319
6562
$11.2K ﹤0.01%
564
-219
6563
$11.1K ﹤0.01%
630
6564
$11.1K ﹤0.01%
620
6565
$11.1K ﹤0.01%
+407
6566
$11.1K ﹤0.01%
453
-187
6567
$11K ﹤0.01%
500
-49,500
6568
$11K ﹤0.01%
115
+38
6569
$10.9K ﹤0.01%
7,249
-2,445
6570
$10.8K ﹤0.01%
600
-145
6571
$10.8K ﹤0.01%
+434
6572
$10.7K ﹤0.01%
+1,706
6573
$10.7K ﹤0.01%
7,324
-524
6574
$10.7K ﹤0.01%
2,210
-141
6575
$10.7K ﹤0.01%
1,700
-23,286